Subject groups are user-defined sets of subjects which are specific to a study but can extend across sites. They enable you to group subjects in the ways that are most useful to you, using criteria of your choice to define the groups. You can then assign individual user access to the groups via user roles. When viewing subject data across the Web Data Entry/Review module, users can only see subjects to which they have been granted access, whether by site or by subject group. Data entry users have the choice of searching for subjects by site or subject group when using the search panel.
There are two types of subject group:
A dynamic subject group is created using an Arezzo expression. All subjects that meet the condition are included in the group. A subject is automatically evaluated against the condition whenever the subject is saved, or is revalidated via batch validation, or is transferred to another site. You can also choose to manually evaluate subjects at any time.
A static subject group is created either by manually adding and removing individual subjects, or by creating a dynamic group to initially populate it before switching it to static. If a dynamic group is switched to static, the group condition becomes inactive and no new subjects will be added automatically. They can now only be added and removed manually.
There are three steps to setting up a subject group:
Populate the group:
Dynamic groups are populated automatically but you can evaluate subjects against a group at any time
You can also use the API and Command Line modules to perform a set of subject group management tasks. See list